RFS
SUNE

Rockefeller Financial Services’s SUNEDISON, INC COM SUNE Stock Holding History

Rockefeller Financial Services’s Portfolio SUNE Stock Details SUNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-316
Closed -$2K – 655
2015
Q4 		$2K Hold
316
– – ﹤0.01% 528
2015
Q3 		$2K Hold
316
– – ﹤0.01% 505
2015
Q2 		$9K Hold
316
– – ﹤0.01% 435
2015
Q1 		$8K Hold
316
– – ﹤0.01% 491
2014
Q4 		$6K Hold
316
– – ﹤0.01% 459
2014
Q3 		$6K Hold
316
– – ﹤0.01% 460
2014
Q2 		$7K Hold
316
– – ﹤0.01% 522
2014
Q1 		$6K Hold
316
– – ﹤0.01% 487
2013
Q4 		$4K Hold
316
– – ﹤0.01% 486
2013
Q3 		$3K Buy
+316
New +$2.62K ﹤0.01% 493

Other funds holding SUNE

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Altai Capital Management West Hollywood, California $35M AUM 28.16% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rockefeller Financial Services's SUNE Position: Q1 2016 in Review

Rockefeller Financial Services sold out of SUNEDISON, INC COM (SUNE) in Q1 2016, closing a stake of 316 shares — an estimated $2K sold.

Rockefeller Financial Services first reported a position in SUNE in Q3 2013 and held it in 10 quarters. The position peaked at $9K in Q2 2015. 232 funds tracked by Wall St. Rank hold SUNE as of Q1 2016.

  • Rockefeller Financial Services reported no remaining SUNEDISON, INC COM position as of Q1 2016 after selling out during the quarter.
  • Rockefeller Financial Services sold 316 SUNEDISON, INC COM shares in Q1 2016, an estimated $2K.
  • Rockefeller Financial Services first reported a position in SUNEDISON, INC COM in Q3 2013 and held it in 10 quarters.
  • Rockefeller Financial Services's SUNEDISON, INC COM position peaked at $9K in Q2 2015.
  • 232 funds tracked by Wall St. Rank held SUNEDISON, INC COM as of Q1 2016.

Based on Rockefeller Financial Services's 13F filing for Q1 2016, filed 28 Apr 2016.